- Neuberger Berman (New York, NY)
- …(required within the first 180 days) + Additional certifications such as MBA, CFA, CFP , or CIMA are beneficial but not required + Proficiency with Microsoft Office ... ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm manages $538 billion… more
- Neuberger Berman (New York, NY)
- …verbal and written communication skills + Proficiency in eMoney software + CFP (R) designation required \#LI-JG3 \#LI-Hybrid Compensation Details The salary range for ... ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm manages $538 billion… more
- Microsoft Corporation (Redmond, WA)
- …customer journey on the Microsoft Cloud. **C+E's Commerce Financial Platforms ( CFP )** team is responsible for Financial Platforms, Global Payments Platform (GPP), ... owners. + Collaborates with and guides appropriate internal (eg, Product Manager , Privacy/Security SMEs, Technical Lead) and external (eg Customer Escalation Team,… more
- Bank of America (Buffalo, NY)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more
- Bank of America (El Paso, TX)
- …* Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more
- Bank of America (Richmond, VA)
- …90 days of start date) **Desired skills:** + MBA or Post-Graduate Degree preferred + CFP , CPA, CFA, CTFA, CFM or JD a significant plus **Additional Skills Used in ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more
- Bank of America (San Jose, CA)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained your ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more
- UMB Bank (Phoenix, AZ)
- …objectives. + When appropriate, for accounts without an assigned Portfolio Manager , provides investment management services for clients, including assessment of the ... a Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner ( CFP ) designation. + Demonstrates high proficiency in Microsoft Office (Word, Excel,… more
- Bank of America (Naples, FL)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained insurance ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more
- NANA Regional Corporation (Wright Patterson AFB, OH)
- …on-call support for non-core hours as approved by the COR. + Provides Level II CFP support for all printers. + Be required to replace or install approximately up to ... Utilizes the NASIC trouble ticket tracking system (currently Microsoft System Center Service Manager with plans to migrate to ServiceNow) to track all requests for… more